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Investing
September 2024 portfolio allocation
80% stocks
10% real estate
6% cash
4% other
including as a pctg of total
* $NET 19%
* $AMZN 8%
* $TSLA 7%
* $GOOG 6%
* $VEA 5%
Stocks are mostly tech with the largest positions listed above. And then index-adjacent such as $VTI, $IVV, $QQQ, $BRKB. All stocks are self-managed except a bit at Saber Capital and another place.
Real estate includes significant pieces of:
* 15-room hotel in Colorado
* 40-room motel in Colorado
* 14 acres commercial land Montana
* 33k sq ft industrial in Montana
* 80k sq ft industrial in New Jersey
* single-family homes with SFR3
Real estate assets are conservatively valued at my basis. Many numbers rounded down.
I do not do angel investing, VC, or crypto.